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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1476
CX Institutional
Indiana
$431K -$51.1K -170 -10%
NAM
1477
NTV Asset Management
West Virginia
$431K – – –
STA
1478
Summit Trail Advisors
New York
$431K +$15.3K +51 +3%
DAM
1479
Deltec Asset Management
New York
$430K – – –
IF
1480
Insight Folios
North Carolina
$429K +$10.5K +35 +2%
WDG
1481
Wealth Dimensions Group
Ohio
$428K – – –
MFA
1482
Mayflower Financial Advisors
Massachusetts
$426K +$7.81K +26 +2%
WA
1483
WBH Advisory
Maryland
$425K -$24.6K -82 -5%
UCMOK
1484
United Capital Management of KS
Kansas
$424K -$10.2K -34 -2%
CWA
1485
Clarus Wealth Advisors
Arizona
$424K -$6.31K -21 -1%
XT
1486
XTX Topco
Cayman Islands
$422K +$457K +1,520 New
WCM
1487
Weik Capital Management
Pennsylvania
$420K – – –
KFP
1488
KB Financial Partners
New Jersey
$419K +$2.4K +8 +0.5%
MA
1489
Mutual Advisors
Nebraska
$419K +$44.2K +147 +11%
VFA
1490
Voya Financial Advisors
Connecticut
$419K +$68.5K +228 +18%
AO
1491
Advisor OS
Illinois
$417K -$29.1K -97 -6%
LI
1492
LMCG Investments
Massachusetts
$417K -$6.31K -21 -1%
MC
1493
Merlin Capital
Rhode Island
$416K – – –
AJ
1494
Ashburton (Jersey)
Jersey
$415K -$242K -805 Closed
LG
1495
Leuthold Group
Minnesota
$413K -$227K -754 -34%
CWG
1496
Cornerstone Wealth Group
North Carolina
$410K -$3K -10 -0.7%
AA
1497
Apriem Advisors
California
$410K – – –
NB
1498
NBT Bank
New York
$409K -$1.8K -6 -0.4%
EWA
1499
EverSource Wealth Advisors
Alabama
$409K +$103K +344 +30%
PJSIMP
1500
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K -$3.91K -13 -1%